Client portal
Northline HVAC

Settings

Manage business details, support paths, add-ons, and billing preferences for Northline HVAC.

Preview mode is active. This settings center is showing demo account data until Supabase is configured.

Account
Live
Billing
Active
Usage mode
Pooled
Plan
Growth
Included update
Quarterly
Operational setup

Business settings

Business profile

Business name, public-facing details, hours, and service area notes.

Update profile

Locations

Location grouping, pooled usage preferences, and multi-site setup notes.

Review locations

Contacts

Owner contacts, routing preferences, and who receives admin follow-up.

Update contacts

Service rules

Service rules, booking preferences, caller handling notes, and escalation paths.

Request rule change

Account & billing details

Plan details, pooled usage, per-location billing requests, and deeper account controls.

Manage billing

Notifications

Where updates, booking summaries, requests, and usage notices should be sent.

Notification setup
Help center

Get support without hunting for answers.

Service changes

Use the Request Center for included updates, paid changes, emergency updates, or quote requests.

Request a change

Call support

Check call outcomes, recordings, transcript availability, and attention flags before asking admin to adjust handling.

Review calls

Booking support

Review booked calls and booking handoff health before requesting calendar or booking rule changes.

View bookings

Book a meeting

Meeting requests are routed to admin so the team can prepare context before speaking with you.

Book through requests

Contact your team

Use a request when you need help with setup, business rules, pricing reviews, or premium add-ons.

Contact admin

Plan visibility

Track included minutes, pooled usage, and upgrade timing before usage creates avoidable overage costs.

Review plan
Premium add-ons

Expand your front desk when the business is ready.

Website Studio

Template-based website launch with managed updates, booking/chat connection, or client takeover options.

Request quote

Website chat

Website chat with business context and booking support as an optional add-on.

Request chat

Transcript archive

Searchable call summaries and notes for owners who need deeper visibility.

Review archive

Humanized support layer

Higher-touch customer-ready handling for after-hours, overflow, or specialized needs.

Discuss service